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Chairman & Chief Executive Officer & Chief Compliance Officer · Feldman, Ingardona & Co

William M. Feldman

CRD 1307358 · Named on Form ADV at one SEC-registered adviser

At a glance

Feldman, Ingardona & Co, an SEC-registered wealth manager based in Downers Grove, IL with $2.0 billion in regulatory assets, lists William M. Feldman on its Form ADV as Chairman & Chief Executive Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Feldman, Ingardona & CoChairman & Chief Executive Officer & Chief Compliance OfficerWealth manager · Downers Grove, IL · $2.0B in regulatory assets

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.